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JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366B
AUM Growth
-$12.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,565
New
Increased
Reduced
Closed

Top Buys

1 +$2.23B
2 +$438M
3 +$434M
4
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$432M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$424M

Top Sells

1 +$1.08B
2 +$722M
3 +$721M
4
AAPL icon
Apple
AAPL
+$701M
5
NFLX icon
Netflix
NFLX
+$544M

Sector Composition

1 Financials 14.21%
2 Technology 12.06%
3 Healthcare 10.67%
4 Consumer Discretionary 9.05%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
$8K ﹤0.01%
631
-919
3602
$8K ﹤0.01%
249
+106
3603
$8K ﹤0.01%
549
-15,306
3604
$8K ﹤0.01%
1,990
+800
3605
$8K ﹤0.01%
484
3606
$8K ﹤0.01%
500
3607
$8K ﹤0.01%
256
+107
3608
$8K ﹤0.01%
+1,000
3609
$8K ﹤0.01%
93
-37
3610
$7K ﹤0.01%
1,539
-8,042
3611
$7K ﹤0.01%
300
3612
$7K ﹤0.01%
925
+562
3613
$7K ﹤0.01%
596
+312
3614
$7K ﹤0.01%
897
-600
3615
$7K ﹤0.01%
225
-175
3616
$7K ﹤0.01%
332
-2,416
3617
$7K ﹤0.01%
+150
3618
$7K ﹤0.01%
425
-9,370
3619
$7K ﹤0.01%
527
-2,183
3620
$7K ﹤0.01%
+800
3621
$7K ﹤0.01%
+600
3622
$7K ﹤0.01%
80
+21
3623
$7K ﹤0.01%
604
3624
$7K ﹤0.01%
1,761
-14,469
3625
$7K ﹤0.01%
417
+282